estate planning Archives

Bridgewell Financial welcomes Seligman Insurance

Welcoming Seligman Insurance to the Bridgewell Financial family

Leave a Comment / Meet the team, News / By Bridgewell Financial

As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding …

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Muskoka cottage dock with canoe and people discussing tax planning

Strategies to mitigate capital gains tax liabilities on the family cottage

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

In our earlier blogs on developing a plan for the family cottage and the many legal considerations around cottage succession, we explored the emotional and financial sides of managing everyone’s favourite summertime (and in some cases four-season) family asset. But what about tax strategy? Simply put, the capital gains tax implications of owning a second property …

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financial advisor discussing estate planning with a client

Less-discussed aspects of estate planning: Longevity, a living legacy and your team

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …

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Senior drinking coffee and thinking about retirement and the next chapter of her life

Forget retirement—Prepare for the next chapter of your life

Leave a Comment / News / By Bridgewell Financial

The recent protests in France over the two-year delay in the retirement age—to 64 years-old—left many North Americans scratching their heads. Most of us would be happy to hang it up a year earlier than our current official retirement age of 65, which might even reach 67 by the time many of us retire. The …

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Couple discussing estate planning and watching a sunset

Why estate planning matters

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

You’ve heard countless times from the Bridgewell team that one of the main drivers of wellness is strategic financial planning. Think of a comprehensive plan as a blueprint designed to bridge any gaps in your finances, one that helps you achieve your lifestyle goals. Part of that process involves preparing for the inevitable with detailed …

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business people thinking about corporate financial planning opportunities

Overlooked financial planning opportunities—Corporate finance edition

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

Founding, managing and growing a business—as so many entrepreneurs will advise—is not for the faint-hearted. It’s a thrilling, time-consuming labour of love that requires a business owner to wear many hats in order to steer their organization toward success. The same is true if they’re an incorporated professional, where the need to build and service …

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Business succession takeaways from the Bridgewell Sessions Vol. 2

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

Building a business with the goal of eventually selling to an external buyer, or transitioning it to the next generation, means doing what it takes to remove yourself from its daily operation and taking strategic steps to enhance the company’s value. In other words, it pays to make yourself obsolete as a business owner/operator when …

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The Bridgewell Sessions Vol. 2 — Meet our panel of business succession specialists

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

Most entrepreneurs dream of founding, operating and growing a thriving business. Few will ever produce a start-up plan that accounts for their eventual exit. That’s because business succession planning is often de-emphasized or overlooked when day-to-day operations and expansion are a leader’s top priority. A better approach is to plan ahead, building your business on …

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A focus on financial wellness: One reason why family businesses outperform

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

If there was an uplifting business story that emerged from the coronavirus pandemic—and despite the often dire headlines, there were many—it was the relatively strong performance of family businesses in Canada. While they were dealt an immediate financial blow as the COVID-19 crisis took hold and social distancing restrictions impacted organizations across sectors, their resiliency …

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Why now is the perfect time for a financial wellness re-set

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

There comes a point during any lengthy period of adversity when the most immediate challenges begin to subside and we get a chance to step back, re-assess the situation and take stock of all that’s just unfolded. Like the fourth wave of a major global pandemic, for example. This economic, public health, financial and social …

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